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West Family Investments’s Fresenius Medical Care FMS Stock Holding History

West Family Investments’s Portfolio FMS Stock Details FMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,410
Closed -$208K – 316
2021
Q4 		$208K Buy
6,410
+206
+3% +$6.78K 0.06% 295
2021
Q3 		$217K Buy
6,204
+104
+2% +$4.06K 0.06% 294
2021
Q2 		$254K Buy
+6,100
New +$244K 0.07% 268

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

West Family Investments's FMS Position: Q1 2022 in Review

West Family Investments sold out of Fresenius Medical Care (FMS) in Q1 2022, closing a stake of 6,410 shares — an estimated $208K sold.

West Family Investments first reported a position in FMS in Q2 2021 and held it in 3 quarters. The position peaked at $254K in Q2 2021. 178 funds tracked by Wall St. Rank hold FMS as of Q1 2022.

  • West Family Investments reported no remaining Fresenius Medical Care position as of Q1 2022 after selling out during the quarter.
  • West Family Investments sold 6,410 Fresenius Medical Care shares in Q1 2022, an estimated $208K.
  • West Family Investments first reported a position in Fresenius Medical Care in Q2 2021 and held it in 3 quarters.
  • West Family Investments's Fresenius Medical Care position peaked at $254K in Q2 2021.
  • 178 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2022.

Based on West Family Investments's 13F filing for Q1 2022, filed 13 May 2022.